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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
1076
Global Financial Private Client
Florida
$2.61M -$26.7K -109 -1%
CAGAS
1077
Capital Advisory Group Advisory Services
Minnesota
$2.61M +$92.5K +378 +4%
PWM
1078
Palumbo Wealth Management
New York
$2.6M +$323K +1,320 +14%
PFS
1079
Physicians Financial Services
North Carolina
$2.59M -$6.36K -26 -0.2%
AMIM
1080
Aull & Monroe Investment Management
Alabama
$2.59M -$30.6K -125 -1%
NW
1081
Naviter Wealth
Arkansas
$2.59M +$16.9K +69 +0.7%
MSFS
1082
Main Street Financial Solutions
Pennsylvania
$2.58M +$1.15M +4,713 +83%
HA
1083
Hamel Associates
New Jersey
$2.57M +$24.5K +100 +1%
ISWM
1084
Independent Solutions Wealth Management
New York
$2.57M +$204K +835 +9%
HWA
1085
Hilltop Wealth Advisors
North Carolina
$2.57M +$4.65K +19 +0.2%
RFA
1086
ROI Financial Advisors
Oregon
$2.56M +$243K +993 +11%
RBC
1087
Roble Belko & Company
Pennsylvania
$2.56M +$81.7K +334 +3%
FIM
1088
Freedom Investment Management
Connecticut
$2.56M +$23.2K +95 +0.9%
BFIM
1089
Beese Fulmer Investment Management
Ohio
$2.55M -$30.6K -125 -1%
PCA
1090
Providence Capital Advisors
North Carolina
$2.55M -$1.81M -7,408 -42%
NDSI
1091
Newman Dignan & Sheerar Inc
Rhode Island
$2.53M -$22K -90 -0.9%
CAM
1092
Cozad Asset Management
Illinois
$2.53M -$102K -416 -4%
NS
1093
NBC Securities
Alabama
$2.53M +$2.49M +10,161 +101,610%
WI
1094
WBI Investments
New Jersey
$2.53M +$2.14M +8,742 +612%
PCA
1095
Prosperity Capital Advisors
Ohio
$2.53M -$97.8K -400 -4%
ORG
1096
Optimist Retirement Group
Washington
$2.52M -$430K -1,758 -15%
MGWM
1097
Marks Group Wealth Management
Minnesota
$2.51M -$77.1K -315 -3%
RT
1098
Rockland Trust
Massachusetts
$2.51M -$415K -1,697 -14%
TPA
1099
Trivium Point Advisory
Connecticut
$2.5M +$364K +1,488 +17%
AAIS
1100
ABN AMRO Investment Solutions
$2.49M -$29.6K -121 -1%
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